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Administering deceased estates – A practical perspective presentation

Published on 21 Feb 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • planning for incapacity and death
  • professional executor and accountants role
  • once capacity lost it is difficult and expensive to resolve
  • family “controller”
  • family dynamics and conflict
  • when can EPA’s assist
  • income tax consequences.

Author profile

Loreena Gillon CTA
Loreena Gillon, CTA, is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 24 years. Arithmos Chartered Accountants has a client base representing a number of professions, all of whom operate & manage their business affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area. - Current at 15 July 2021
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This was presented at 2019 Estate and Succession Planning Intensive .

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